Artificial intelligence is moving fast, and financial professionals are feeling both the opportunity and the pressure. Whether you’re a coach, counselor, or planner, this Think Tank is your space to explore how AI can realistically support your work, not replace it.
We’ll put our collective brains to work on everything from workflow automation and client communication to content creation, research, and time-saving systems. We’ll also talk through ethical considerations, compliance questions, and how to use AI to strengthen trust rather than weaken it.
This session is all about practical application, shared experiments, and thoughtful conversation with peers who want to use technology wisely and strategically.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).